QuickBooks Online ... Bill vs Check vs Expense

in #quickbooks7 years ago (edited)

This is the area that causes the most confusion for QuickBooks Online users. First, let’s take a look at the definition of each …

Bill: This is an invoice you receive from someone you do business with; basically, they have allowed you to pay on credit. Utility companies would be an example.

Expense: This is any transaction that lowers your bank account, or increases what you owe on a credit card. The amount owed had already been paid.

Check: This is a payment for an expense using a paper check.

Bill Payment: This is a payment against a Bill that you entered in QBO.

If you enter a Bill, then pay it by a Check or Expense, QBO still shows that the Bill is due. Any Bill you enter must have a corresponding Bill Payment in order to show it is paid. If you enter a Bill Payment, and there is no Bill, QBO will show an overpayment.

Best practices are as follows:

  • If you receive an invoice, enter it as a Bill.
  • When you pay the invoice, enter it as a Bill Payment.
  • If you are going to write a paper check, enter is as a Check.
  • Everything else should be entered as an Expense.

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